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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Bethesda Financial Advisors, LLC (swap one in):+ Park Capital Group, Inc. $88.6M+ Steven Ayers & Company $88.6M+ Capital Management Advisors LP $80.1M · Houston, TX+ Qci Partners LLC $80M
Bethesda, MD
Rockville, MD
Bohemia, NY
Assets under management$84.3M$88.6M$80.1M
Asset growth, last 2 years––−12%
Advisory staff223
Individual clients58247637
Assets per client$1.5M$359K$126K
Clients per advisor29124212
Main custodian––Schwab
Filing with the SEC since202620262020
Tools in their stack1––
People on Advicer.bio223

From each firm's latest Form ADV (Feb 2026, Mar 2026, Jul 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolBethesda Financial Advisors, LLCJacques Advisors, LLCFederal Prep
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Bethesda Financial Advisors, LLC: none listed · Jacques Advisors, LLC: none listed · Federal Prep: Schwab